Use Claude Cowork with Ascent Bank
BankSync's MCP server can let Claude Cowork query supported Ascent Bank account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Ascent Bank or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Ascent Bank
Search for Ascent Bank in BankSync
Sign up for BankSync and, if Ascent Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about supported Ascent Bank transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Ascent Bank account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from Ascent Bank
Accounts
List the Ascent Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Ascent Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Ascent Bank accounts.
Holdings
View supported investment positions, quantities, and market values from Ascent Bank.
Trades
Access supported investment trade and activity history from Ascent Bank.
Loans
Check supported loan balances and provider-supplied liability details from Ascent Bank.
Ready to connect Claude Cowork to Ascent Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Ascent Bank with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Claude Cowork
Institutions in the same market that Claude Cowork can query through BankSync MCP.
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- Use Charles Schwab with Claude Cowork🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Ascent Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.